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  • 2012 Household Financial Planning Survey Highlights Differing Interests Of CFP Board Versus CFPs, Documents America’s Financial Pain, And Shows No Increase In Financial Planning By Americans Since 1997 — But Planning Works

  • Advisor One Offers Preview Into February Issue Of Research Magazine On Topics Including The Value Advisors Bring To Clients; A4A Will Review Them Over The Course Of The Week

  • Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars

  • Advisors Want Industry Publications To Stop Posting “Annoying” Slideshows; Threaten Not To Share/Retweet Slideshows

  • Among Self-Directed Investors, USAA Is King, Merrill Edge Loses

  • An Advisor Affiliated With Retirement Income Industry Association And Its Retirement Management Analyst Designation Responds To My Post Saying Designation Proliferation Is A Disaster For Consumers

  • Answers To Your Questions About The Retirement Management Analyst Designation

  • Buried In The Newly Released 2011 Survey Of Trends In The Financial Planning Industry: Serious Challenges To The CFP Profession

  • CFP Board Campaigns Against Advisor Rip-Offs Even As Its Rules Largely Exempt CFPs From Acting As Fiduciaries

  • CFP Board Crackdown Prompts Disciplinary Measures For Another 26 Planners

  • CFP Board Launches Planning PR Campaign

  • CFP Board Multimedia Series Sheds Light On When CFPs Are And Are Not Acting As Fiduciaries

  • CFP Board Responds To Questions About NAPFA's Decision To Require CFP For Membership, But Continues To Ignore Questions About Its Consumer Disclosures For CFPs Affiliated With A BD And Acting As Fiduciary

  • Consumer Press Takes Note Of IMCA's CPWA Designation And Its Focus On Ultra-High-Net-Worth Individuals; Not Good News For CFPs

  • Cut Your Clients' And Your Own Personal Income Taxes!

  • Divorcing Clients Need Your Listening Ear Before They Can Hear Your Advice

  • Does CFP Board’s Suggested Disclosure For Form ADV Mislead Consumers About Whether Their Advisor Is A Fiduciary?

  • Eight Days And Still Waiting For An Answer From CFP Board About Whether It Is Misleading Consumers; A Life Lesson For Advisors About The Power Of Blogging

  • Estate and Charitable Giving Planning For You And Your Clients

  • Fee-Only Financial Planning Pioneer John Sestina Says He's Cracked The Code For Providing Comprehensive Planning To Middle-Income Clients At Just $1,000

  • Financial Advisor Designation Proliferation Is A Disaster For Consumers And Retirement Management Analyst Designation, A New Designation Sponsored By Product Manufacturers, Illustrates The Threat To Professionals

  • Financial Planners Still Lobbying For The Fiduciary Standard

  • Financial Planning Coalition Calls On New SEC Chair To Focus On Fiduciary, Increase Oversight Of Investment Advisers

  • Financial Planning Magazine's 2012 Advisor Technology Survey Shows Higher Investment For 2013 And New Ways Of Utilizing Advancements

  • Financial Services Institute Holds Its Annual Meeting, Highlighting Its Growth As Financial Planning Association Struggles

  • FINRA Spent More Money Lobbying Congress Last Quarter, But Guess Who Spent Five Times As Much

  • Following Up On A4A's Most Popular Story Of The Past Year: The Problem With The CFP Business Model

  • FPA Emails Members Saying It Is Concerned About Financeware's Patent Lawsuit

  • FPA Says Membership Decline Is Over, But How Can We Tell?

  • FPA's Slump Is In Contrast To Schwab Conference's Record Attendance, Highlighting The Shifting Sands Of The Financial Advice Profession

  • Guest Post: Wade Pfau, A Thought Leader In Retirement Planning, Responds To Discussion On RMA Versus CFP

  • Guest Post: Yodlee Is Offering Free Account Aggregation With An Investor Dashboard For Controlling Advisor Access; Another Sign Of Fee-Compression Coming

  • Half Of All Self-Described "Planners" Don't Actually Do Any Planning, Cerulli Discovers

  • Having A Baby? Now There's An App For That

  • I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions

  • In Age Of Social Media, How Important Is The FPA? How Important Is Any Trade Association In A Socially-Networked World?

  • Is Financial Planning Like Weight Loss Coaching?

  • Is The Certified Financial Planner Designation Out Of Synch With Today's Financial Advice Consumer?

  • Legacy Planning Is A Gateway To More Women Clients

  • More Evidence That Price Is Not A Factor For Prospective Planning Clients

  • NAIFA Backs FINRA Examination Of SEC-Registered Investment Advisers

  • No, I'm Not Inciting Fear; Fee Compression Exists And The Reaction To Yesterday’s Webinar Proves Advisors Want Help Addressing It

  • Post-Recession Advisor Start-Ups Are Planning-Oriented, Niche-Focused, Relentless Prospectors

  • Regulation, Younger Advisors Are Key Issues For The Financial Planning Association's Next President

  • Retirement Income Industry Association To Answer Your Questions About Its Ties To Product Manufacturers And Whether It Is Adding To Designation Proliferation

  • RIA Case Study: Why PayingMore For A CRM Can Ultimately Cost Less

  • Ric Edelman, One Of Top Financial Advisors Of All-Time, Says He’s Been Alienated By The Financial Planning Association, Which Tells You Something's Very Wrong With The FPA

  • Salesforce Users: Advisor Software, Inc And Concenter Services Integrate CRM And Financial Planning For Financial Advisors

  • Scottrade Giving Affiliated RIAs A Discount On MoneyGuidePro

  • Sneak Preview: An Updated Approach To Goal-Based Planning Is Being Launched By A Key Player Behind Software Used By Tens Of Thousands Of Advisors

  • Survey Shows Half Of All Financial Advisors Are Not Charging For Asset Management

  • Survey: By Wide Majority, Most Advisors Say They Need Help From Professional Groups With Earning Fees On Financial Planning

  • Survey: Do You Make Money By Writing Financial Plans?

  • The CFP Business Model Needs Help And Here's What You Can Do About It

  • The FPA Is Collecting Definitions Of Just What "Financial Planning" Really Entails - Weigh In!

  • There is a Painful Pattern to Stock Market

  • Underscoring Why The Financial Planning Coalition Is Headed In the Wrong Direction, 1,100 Advisors Attended AICPA’s Financial Planning Conference

  • United Capital Swallows $170 AUM Planning Firm Vantage Point To Beef Up Its Philadelphia Presence

  • What Does FPA's Partnership With The Accredited Financial Counselor Designation Mean To CFPs?

  • Working With Business Owners? - Get Exit Planning Training

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You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $120 annual membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.
 

 

Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.

 

 

--  CFP®, CPA, CPA/PFS, CIMA®, CFA®  continuing education credit live or on-demand  

--  Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha

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--  Classes added when S&P 500 corrects 10% and in times of crisis 

--  CE aligned with FINRA-reviewed content from Advisor Products

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